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Add a single ledger account

How to add new ledgers in the Chart of Accounts in AccountsPrep.

Marie-Helene Sheeran avatar
Written by Marie-Helene Sheeran
Updated this week

When you activate AccountsPrep, it comes with a default Chart of Accounts.

You can add new ledgers individually using the "Add account" or "Add Bank Account" buttons.

Add Account / Add bank Account

  1. Click the Accounting tab, then click Chart of Accounts.

  2. Click Add Account or Add Bank Account.

    ⚠CAUTION: You need to make sure to select the option Add bank accounts if you want to avail of the bank account features. Once you create an account, you can't change or convert its type.

  3. Fill in the fields:

    • Code

    • Account Name

    • Classification

    • Default Tax code on Receipts (not available for bank accounts)

    • Default Tax code on Expenses (not available for bank accounts)

📌TIPS:

You can also edit the existing ledgers you don't want to use and customise them according to your needs.

You can use the import function to import multiple ledgers, or edit existing ledgers in bulk.

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